Community Bank of Raymore’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.8M Sell
54,390
-1,330
-2% -$386K 11.67% 1
2025
Q1
$13.7M Sell
55,720
-400
-0.7% -$98.1K 11.05% 1
2024
Q4
$13.5M Sell
56,120
-4,287
-7% -$1.03M 10.58% 1
2024
Q3
$12.7M Sell
60,407
-1,281
-2% -$270K 9.62% 1
2024
Q2
$12.5M Sell
61,688
-12,360
-17% -$2.5M 9.69% 1
2024
Q1
$14.8M Sell
74,048
-3,138
-4% -$629K 6.96% 3
2023
Q4
$13.1M Buy
77,186
+7,400
+11% +$1.26M 5.78% 2
2023
Q3
$10.1M Sell
69,786
-190
-0.3% -$27.6K 4.71% 5
2023
Q2
$10.2M Sell
69,976
-7,621
-10% -$1.11M 4.4% 6
2023
Q1
$10.1M Sell
77,597
-13,788
-15% -$1.8M 3.87% 7
2022
Q4
$12.3M Sell
91,385
-2,000
-2% -$268K 4.49% 6
2022
Q3
$9.76M Buy
93,385
+265
+0.3% +$27.7K 3.36% 9
2022
Q2
$10.5M Sell
93,120
-290
-0.3% -$32.7K 3.19% 9
2022
Q1
$12.7M Buy
93,410
+975
+1% +$133K 3.56% 8
2021
Q4
$14.3M Sell
92,435
-10,880
-11% -$1.68M 6.2% 5
2021
Q3
$16.9M Buy
103,315
+200
+0.2% +$32.7K 5.07% 7
2021
Q2
$16M Hold
103,115
5.11% 7
2021
Q1
$15.7M Sell
103,115
-185
-0.2% -$28.2K 5.17% 8
2020
Q4
$13.1M Sell
103,300
-1,113
-1% -$141K 4.96% 9
2020
Q3
$10.1M Hold
104,413
4.49% 9
2020
Q2
$9.82M Buy
104,413
+9,850
+10% +$926K 4.53% 7
2020
Q1
$8.51M Sell
94,563
-130
-0.1% -$11.7K 4.56% 9
2019
Q4
$13.2M Sell
94,693
-40
-0% -$5.58K 4.46% 8
2019
Q3
$11.2M Sell
94,733
-4,210
-4% -$496K 3.9% 9
2019
Q2
$11.1M Hold
98,943
3.5% 10
2019
Q1
$10M Hold
98,943
3.17% 10
2018
Q4
$9.66M Hold
98,943
3.47% 11
2018
Q3
$11.2M Buy
98,943
+65
+0.1% +$7.34K 3.57% 11
2018
Q2
$10.3M Buy
98,878
+5,009
+5% +$522K 3.53% 12
2018
Q1
$10.3M Sell
93,869
-53
-0.1% -$5.83K 4.09% 11
2017
Q4
$10M Sell
93,922
-200
-0.2% -$21.4K 3.7% 10
2017
Q3
$8.99M Buy
94,122
+190
+0.2% +$18.1K 3.42% 11
2017
Q2
$8.59M Sell
93,932
-1,418
-1% -$130K 3.34% 11
2017
Q1
$8.38M Hold
95,350
3.43% 10
2016
Q4
$8.23M Buy
95,350
+285
+0.3% +$24.6K 3.37% 8
2016
Q3
$6.33M Sell
95,065
-1,084
-1% -$72.2K 2.81% 12
2016
Q2
$5.97M Hold
96,149
2.72% 14
2016
Q1
$5.69M Hold
96,149
2.75% 13
2015
Q4
$6.35M Hold
96,149
3.27% 10
2015
Q3
$5.86M Buy
96,149
+100
+0.1% +$6.09K 3.22% 11
2015
Q2
$6.51M Sell
96,049
-500
-0.5% -$33.9K 3.4% 10
2015
Q1
$5.85M Buy
96,549
+185
+0.2% +$11.2K 2.94% 10
2014
Q4
$6.03M Buy
+96,364
New +$6.03M 3.22% 10